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Anita May Rosenstein

AR Asset Management, Inc.

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About Anita May Rosenstein

Anita Rosenstein is an investment advisor representative with Ar Asset Management, Inc. in West Hollywood, California. Anita has been in the industry since January 1981. Anita Rosenstein is registered with the state of California and has been approved since July 8, 1997. Ar Asset Management, Inc. has offices in West Hollywood, California.

Firm Information

Anita Rosenstein is currently registered with AR Asset Management, Inc.. AR Asset Management, Inc. is an investment adviser registered with the SEC and located in West Hollywood, CA. The firm primarily manages assets for high-net-worth individuals, charitable organizations, and pooled investment vehicles. They also provide portfolio management for businesses and individuals. The firm manages approximately $573.2 million in assets for 128 clients.
AR Asset Management, Inc.

9229 SUNSET BOULEVARD

WEST HOLLYWOOD, CA 90069

$573.23M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Anita Rosenstein’s Registration & Firm History

CA

07/08/1997 - Present

AR Asset Management, Inc. (West Hollywood CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Anita May Rosenstein.
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